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WisdomTree US MidCap Dividend Fund

420 hedge funds and large institutions have $2.12B invested in WisdomTree US MidCap Dividend Fund in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 166 increasing their positions, 150 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
126
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.02M
YWS
127
Yarger Wealth Strategies
Ohio
$2M
ATC
128
Argent Trust Co
Tennessee
$1.98M
RA
129
Rodgers & Associates
Pennsylvania
$1.95M
FMN
130
Financial Management Network
California
$1.91M
Corient Private Wealth
131
Corient Private Wealth
Florida
$1.9M
CF
132
Centaurus Financial
California
$1.9M
PAS
133
Park Avenue Securities
New York
$1.88M
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$1.87M
FRA
135
FFG Retirement Advisors
Colorado
$1.82M
CPIG
136
Chicago Partners Investment Group
Illinois
$1.82M
HI
137
Harbour Investments
Wisconsin
$1.79M
Truist Financial
138
Truist Financial
North Carolina
$1.78M
GVAG
139
Great Valley Advisor Group
Delaware
$1.74M
CAL
140
Capital Advisors Ltd
Ohio
$1.68M
FAP
141
Financial Advisory Partners
Florida
$1.67M
CIA
142
Concurrent Investment Advisors
Florida
$1.67M
MFG
143
Merit Financial Group
Georgia
$1.66M
Goldman Sachs
144
Goldman Sachs
New York
$1.63M
IWC
145
Integrated Wealth Concepts
Massachusetts
$1.62M
SIA
146
Soltis Investment Advisors
Utah
$1.62M
Fidelity Investments
147
Fidelity Investments
Massachusetts
$1.62M
WB
148
WesBanco Bank
West Virginia
$1.61M
BEI
149
Benjamin Edwards Inc
Missouri
$1.57M
OWM
150
Opes Wealth Management
California
$1.57M